How do I get appointed with Pathpoint?

When you request to bind your first quote with Pathpoint, you’ll be prompted to complete an agency agreement. Contact your Account Manager or our support chat for more assistance.

To complete the appointment, we need the following supporting documentation:

  • Your agency’s resident license AND your individual agent's license (If you hold any non-resident's licenses in other states where you normally conduct business, you can also attach these licenses.)
  • The Dec Page of your agency E&O
  • Your agency’s W-9

Watch this video for a step-by-step process: